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Settings and activity

164 results found

  1. Recognize soft credits on donor profiles

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    David Weisz supported this idea  · 

  2. Change opportunities to the engagement tab

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    David Weisz supported this idea  · 

  3. Link opportunity to a pledge

    25 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    David Weisz supported this idea  · 

  4. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    David Weisz supported this idea  · 

  5. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    David Weisz supported this idea  · 

  6. Yearly Tax Receipt Templates Download Word.Doc

    26 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    David Weisz supported this idea  · 

  7. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    34 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    David Weisz supported this idea  · 

  8. online donations creating new profiles each time

    59 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    David Weisz supported this idea  · 

  9. fund balance on fund history page

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    David Weisz supported this idea  · 

  10. Fund Advisor Bulk Edits

    37 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    David Weisz supported this idea  · 

  11. Multiple Email Options for Communications

    28 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    David Weisz supported this idea  · 

  12. Household opportunities should show on Individual profiles

    60 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    David Weisz supported this idea  · 

  13. Pay Email Address for EFT Grant Notifications

    57 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    David Weisz supported this idea  · 

  14. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    David Weisz supported this idea  · 

  15. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    37 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    David Weisz supported this idea  · 

  16. Create ability to attach files to a note

    106 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    David Weisz supported this idea  · 

  17. Last Donation Date does not reflect accurate last gift date

    110 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    David Weisz supported this idea  · 

  18. Fund statements: Need school name in Grantee section

    149 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    David Weisz supported this idea  · 

  19. birthday - option to not include year

    109 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    David Weisz supported this idea  · 

  20. Viewing all notes for a Household profile and any members

    20 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    David Weisz supported this idea  · 
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